Money Purchase · DOL Form 5500 · 2022
Jose Acevedo Money Purchase Plan
Data updated 2026-08-25
- $488K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $122,057
- Avg per participant Near avg balance/head
Official DOL plan name: Jjms Retirement Plan · Sponsored by Jose Acevedo · Puerto Rico · Healthcare & Social Assistance
$488K in assets, 4 participants
Jose Acevedo's Jjms Retirement Plan reported $488K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 18th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #2,809 in Healthcare & Social Assistance (20,060 peers)
What the 2022 filing shows
Jjms Retirement Plan holds $488K for 4 participants - about $122,057 per participant, among the smaller plans by assets on file.
- #2,809
- in Healthcare & Social Assistance (20,060 peers)
- +0.0%
- assets growth YoY
Jjms Retirement Plan among the smaller filed plans by assets
Jjms Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$488,227 18th percentile higher than 18% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Jjms Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jjms Retirement Plan is a micro filing (4 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 660656087 · Jose Acevedo PY 2022 · Money Purchase
Jjms Retirement Plan · $488K · 4 · 18th
- PCT $488K
- EIN 4
- RANK 18th
- PHOTO Money Purchase
- IND near Rmk Farms Inc. Employee Money Purchase Pension Plan
- EOY ind #2809
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Puerto Rico →
Jjms Retirement Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $488K |
|---|---|
| Net Assets (End of Year) | $488K |
| Employer EIN | 660656087 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jose Acevedo)
Sponsor-wide plan assets over time
All Jose Acevedo plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $488K |
| 2023 | 1 | 4 | $488K |
| 2024 | 1 | 4 | N/A |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Jjms Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is Rmk Farms Inc. Employee Money Purchase Pension Plan in WA ($490K); by covered participants it is Psychiatric Center Inc Money Purchase Retirement Plan in KY (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($488K here).
- Rmk Farms Inc. Employee Money Purchase Pension Plan (WA) $490K · 3
- Leslie Wellott (K) Plan (WA) $492K · 1
- Ansonics Profit Sharing Plan (NM) $492K · 3
- Lipy Inc Pension Plan (FL) $484K · 4
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.